VTR:NYE-Ventas Inc. (USD)

EQUITY | REIT - Healthcare Facilities | New York Stock Exchange

Last Closing

USD 52.45

Change

+0.63 (+1.22)%

Market Cap

USD 21.02B

Volume

1.60M

Analyst Target

USD 38.42
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Ventas Inc is a real estate investment trust. The Company has diversified portfolio of seniors housing and healthcare properties located throughout the United States, Canada and the United Kingdom.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-05 )

Largest Industry Peers for REIT - Healthcare Facilities

Symbol Name Price(Change) Market Cap
WELL Welltower Inc

-0.90 (-0.71%)

USD 77.48B
DOC Healthpeak Properties Inc

-0.10 (-0.45%)

USD 15.80B
CTRE CareTrust REIT Inc.

-0.26 (-0.85%)

USD 4.74B
AHR American Healthcare REIT, Inc.

-0.02 (-0.08%)

USD 3.83B
NHI National Health Investors Inc

-0.22 (-0.27%)

USD 3.65B
LTC LTC Properties Inc

-0.07 (-0.19%)

USD 1.57B
UHT Universal Health Realty Income..

-0.35 (-0.80%)

USD 0.63B
CHCT Community Healthcare Trust Inc

-0.24 (-1.40%)

USD 0.47B
GMRE-PA Global Medical REIT Inc

-0.01 (-0.04%)

USD 0.41B
HTIA Healthcare Trust Inc PR

-0.66 (-3.87%)

N/A

ETFs Containing VTR

BYRE Principal Exchange-Traded.. 8.53 % 0.00 %

-0.07 (-0.55%)

USD 0.01B
WTRE:XETRA WisdomTree New Economy Re.. 6.68 % 0.00 %

-0.10 (-0.55%)

USD 2.55M
WTER:XETRA WisdomTree New Economy Re.. 6.68 % 0.00 %

-0.10 (-0.55%)

USD 3.56M
WNEW:LSE WisdomTree New Economy Re.. 5.92 % 0.00 %

-15.50 (-0.55%)

N/A
WTRE:LSE WisdomTree New Economy Re.. 5.92 % 0.00 %

-0.22 (-0.55%)

N/A
CSYZ:F Credit Suisse Index Fund .. 5.21 % 0.00 %

N/A

USD 0.13B
GREIT:SW UBS (Irl) ETF plc - FTSE .. 5.21 % 0.00 %

+0.64 (+-0.55%)

USD 0.19B
WTRE WisdomTree New Economy Re.. 4.70 % 0.00 %

-0.08 (-0.55%)

USD 0.02B
WNER:LSE WisdomTree New Economy Re.. 4.68 % 0.00 %

-0.20 (-0.55%)

USD 0.78M
WTNR:LSE WisdomTree New Economy Re.. 4.68 % 0.00 %

-14.60 (-0.55%)

USD 2.78M
REZ iShares Residential and M.. 4.50 % 0.48 %

-0.74 (-0.55%)

USD 1.06B
JPRE JPMorgan Realty Income ET.. 4.39 % 0.00 %

-0.26 (-0.55%)

USD 0.39B
RSPR Invesco S&P 500® Equal.. 3.51 % 0.00 %

-0.10 (-0.55%)

USD 0.12B
DJRE:AU SPDR Dow Jones Global Rea.. 2.22 % 0.00 %

-0.03 (-0.55%)

USD 0.43B
RENT:AU 2.03 % 0.00 %

N/A

N/A
NFRA:LSE Rize Global Sustainable I.. 1.80 % 0.00 %

-0.03 (-0.55%)

USD 0.11B
SPYD SPDR® Portfolio S&P 500 .. 1.37 % 0.08 %

+0.20 (+-0.55%)

USD 6.77B
DRW 0.00 % 0.58 %

N/A

N/A
EWRE 0.00 % 0.40 %

N/A

N/A
OLD 0.00 % 0.50 %

N/A

N/A
HOMZ The Hoya Capital Housing .. 0.00 % 0.00 %

-0.29 (-0.55%)

USD 0.05B
WREI 0.00 % 0.32 %

N/A

N/A
CGRE:CA CI Global REIT Private Po.. 0.00 % 0.00 %

-0.16 (-0.55%)

CAD 0.07B
CSYZ:XETRA UBS (Irl) ETF plc - FTSE .. 0.00 % 0.00 %

-0.06 (-0.55%)

USD 0.22B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Healthcare Facilities) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.24% 59% D- 60% D-
Dividend Return 1.81% 12% F 47% F
Total Return 7.04% 59% D- 60% D-
Trailing 12 Months  
Capital Gain 9.50% 71% C- 59% D-
Dividend Return 3.76% 18% F 54% F
Total Return 13.26% 65% D 59% D-
Trailing 5 Years  
Capital Gain -24.85% 46% F 24% F
Dividend Return 14.37% 8% B- 56% F
Total Return -10.48% 38% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain 1.53% 82% B 47% F
Dividend Return 5.40% 76% C+ 52% F
Total Return 3.87% 24% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 32.80% 6% D- 31% F
Risk Adjusted Return 16.46% 65% D 40% F
Market Capitalization 21.02B 94% A 90% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Healthcare Facilities) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 36.00 7% 0%
Price/Book Ratio 1.82 53% 45%
Price / Cash Flow Ratio 16.89 25% 21%
Price/Free Cash Flow Ratio 15.64 43% 23%
Management Effectiveness  
Return on Equity -0.62% 33% 27%
Return on Invested Capital 2.94% 50% 34%
Return on Assets 1.67% 39% 40%
Debt to Equity Ratio 142.04% 12% 23%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector